Has your advisor told you, “I am selling you this product to make a huge commision”? We didn’t think so. Sometimes the most powerful information is what you are not being told. With financial planning and asset management, the stakes are simply too high. In this ColoradoBiz article, our founder
Believe it or not, with the right advisor, financial planning can be fun. Growing wealth, achieving goals, and having a trusted partner listen to your dreams and planning solutions can actually provide a sense of satisfaction. In the article published in ColoradoBiz Magazine, Kevin McNab, explores the reasons financial planning
Kevin McNab explores the evolution of advisor fees in this ColoradoBiz Magazine article. While many investors are complacent or don’t know any better, the way you pay your advisor greatly matters. As the financial services ocean liner is slowly turning, smart investors are jumping ship to a wave of new advisors.
In this ColoradoBiz Magazine article, our founder, Kevin McNab explores what we learned from the most recent market correction. The next bear market may be right around the corner. Are you prepared? Leading up to this year’s Super Bowl, the stock market was on edge with volatility not seen in
Kevin McNab explores the benefits of being grateful in his latest ColoradoBiz Magazine Article. A person must be grateful to become a better parent, spouse, father, entrepreneur, leader, and live a better quality of life. It is easy to get stuck in the routine of life. We all do it.
Investors: Are You Ready When the Tide Goes Out? The five biggest mistakes made by investors with wealth. A recent article written by our founder, Kevin McNab. In my wealth management career, my clients are nothing short of bright and talented. I have worked with professors, doctors, researchers, authors, executives,
How big is the business of Halloween? Our founder, Kevin McNab, provides insight in this ColoradoBiz Magazine article. October 31 is scary business. Halloween is approaching. The weather is changing with frost covering morning lawns during crisp mornings followed by beautiful sunny afternoons. The leaves are changing, football fills the
30 years ago today, the stock market experienced Black Monday. Investors watched in horror as equities lost over 22% in a single day. In this article, Kevin McNab provides some words of wisdom while reflecting on what happened during this scary time. Are you prepared for the next market downturn?
Many investors remain complacent with their portfolios. This can be due to many factors including restraints on time, knowledge, or a lack of available information. Although I am not an advocate of timing the markets, understanding how your investments work and taking calculated actions can produce a more productive portfolio.
There was a time not too long ago when professors and university employees had one choice for their retirement plan provider – TIAA-CREF. Unlike the private sector, many university employees now have more than one choice to invest their retirement accumulation. Starting around twenty years ago, universities started offering multiple retirement
This is the latest article written by Kevin McNab published in ColoradoBiz Magazine. Many investors are going to be surprised when they see a decrease in their bond funds. This article touches on why a bond fund will decrease in value and some of the alternative assets classes if an
The newest article published in ColoradoBiz Magazine by Kevin McNab provides an overview on how you can make a difference through planned giving. We have all been touched by cancer directly or indirectly. This article takes a look at how planned giving works and focuses on an organization, The American
TIAA Real Estate is a unique account which provides direct ownership interest in commercial real estate. It offers an asset class not widely available to individual investors. The returns of TIAA Real Estate and the corresponding unit values are affected by the value of the underlying commercial properties along with
TIAA and Fidelity offer Wealth Management Advisors (WMAs) to university employees with $500,000 or more in investible assets with their company. Wealth Management Advisors provide a very basic financial plan and peace of mind to their clients in the beginning – best of all, there is no charge. A “Free”
TIAA-CREF offers multiple income options heading into retirement. These decisions include various options from rolling over an accumulation to an IRA to taking a lifetime annuity. When looking at the latter, there are also multiple decisions to be made surrounding lifetime annuity options. After deciding to use a lifetime annuity